iShares Russell 2000 GrowthIWOETF
13F holders, Q2 2025 (June 30)961holders +2
72new positions
65sold out
5famous investors
$285.87avg. 13F price*
At the end of Q2 2025, 961 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 2 from Q1 2025. 72 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($757.9M) and Barings LLC ($476.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $237.2M |
| Exits | 65 | $57.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,583,078 shares bought and 2,147,851 shares sold, net −564,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 961 holders
| Bank of America Corp. | 0.09% | Add +2.2% | 3,933,648 | $1.1B |
| Morgan Stanley | 0.05% | Add +1.2% | 2,651,188 | $757.9M |
| Barings LLC | 11.40% | Add +2.9% | 1,670,950 | $476.2M |
| Tiaa Trust, National Association | 1.02% | Reduce -8.5% | 1,375,677 | $392.6M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.6% | 1,052,762 | $300.9M |
| Cassaday & Co Wealth Management LLC | 6.45% | Add +1.4% | 901,004 | $257.6M |
| Wells Fargo & Company | 0.05% | Reduce -3.7% | 747,241 | $213.6M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -6.3% | 607,024 | $173.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.8% | 562,887 | $160.9M |
| FMR LLC | 0.01% | Reduce -21.1% | 544,931 | $155.8M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.4% | 543,999 | $155.5M |
| Cohen Klingenstein LLC | 5.08% | Reduce -2.2% | 532,388 | $152.2M |
| LPL Financial LLC | 0.05% | Add +0.9% | 525,482 | $150.2M |
| D.A. Davidson & Co. | 1.03% | Add +3.5% | 512,122 | $146.4M |
| UBS Group AG | 0.03% | Reduce -9.2% | 493,986 | $141.2M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -4.9% | 487,785 | $139.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 433,867 | $124.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -23.5% | 368,870 | $105.4M |
| M&T Bank Corp | 0.36% | Reduce -6.6% | 366,505 | $104.8M |
| Royal Bank of Canada | 0.02% | Reduce -11.2% | 335,394 | $95.9M |
| State Street Corp. | 0.00% | New | 296,866 | $84.9M |
| Financial Engines Advisors L.L.C. | 0.16% | Add +4.9% | 286,203 | $81.8M |
| Cetera Investment Advisers | 0.13% | Reduce -5.6% | 259,602 | $74.2M |
| Alliancebernstein L.P. | 0.02% | Reduce -2.1% | 252,181 | $72.1M |
| BNP Paribas Financial Markets | 0.06% | Reduce -1.5% | 245,447 | $70.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.8% | 243,253 | $69.5M |
| Commerce Bank | 0.40% | Add +3.0% | 239,083 | $68.3M |
| Corient Private Wealth LP | 0.09% | Reduce -41.6% | 232,004 | $66.3M |
| Manufacturers Life Insurance Company, The | 0.06% | New | 217,719 | $62.2M |
| Badgley Phelps Wealth Managers, LLC | 1.36% | Add +2.7% | 214,442 | $61.3M |
| AE Wealth Management LLC | 0.40% | Add +5.4% | 189,933 | $54.3M |
| Wellington Management Group LLP | 0.01% | Add +57.7% | 186,641 | $53.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +0.7% | 181,980 | $53.1M |
| Sei Investments Co. | 0.06% | Add +8.7% | 182,224 | $52.1M |
| Brown Advisory Inc. | 0.07% | Add +53.0% | 179,698 | $51.4M |
| Creative Planning | 0.04% | Reduce -1.3% | 176,494 | $50.5M |
| US Bancorp \de | 0.06% | Reduce -41.7% | 162,637 | $46.5M |
| Keybank National Association | 0.16% | Reduce -0.9% | 152,868 | $43.7M |
| Cresset Asset Management, LLC | 0.19% | Reduce -26.7% | 135,873 | $38.8M |
| Pathstone Holdings, LLC | 0.15% | Reduce -8.7% | 133,735 | $38.2M |
| Truist Financial Corp. | 0.05% | Reduce -2.7% | 130,999 | $37.4M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 129,750 | $37.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.0% | 128,158 | $36.6M |
| Choreo, LLC | 0.46% | Add +2.7% | 114,836 | $32.8M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +0.0% | 112,321 | $32.1M |
| Fort Washington Investment Advisors Inc. | 0.17% | No change | 105,284 | $30.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.5% | 97,475 | $29.7M |
| MAI Capital Management | 0.20% | Add +0.4% | 101,692 | $29.1M |
| Yarbrough Capital, LLC | 0.98% | New | 96,015 | $27.4M |
| Jones Financial Companies LLLP | 0.02% | Add +21.8% | 93,449 | $26.6M |
| Two Sigma Investments, LP | 0.05% | Add +1657.7% | 91,400 | $26.1M |
| WoodTrust Financial Corp | 3.30% | Add +0.3% | 90,725 | $25.9M |
| Silvercrest Asset Management Group LLC | 0.17% | Reduce -3.3% | 89,397 | $25.6M |
| TimesSquare Capital Management, LLC | 0.35% | New | 85,000 | $24.3M |
| Comerica Bank | 0.09% | Add +1.8% | 82,420 | $23.6M |
| Pacific Life Fund Advisors LLC | 2.50% | Reduce -16.8% | 81,647 | $23.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | No change | 81,000 | $23.2M |
| Moneta Group Investment Advisors LLC | 0.27% | Reduce -4.7% | 80,669 | $23.1M |
| Hantz Financial Services, Inc. | 0.37% | Reduce -0.4% | 79,377 | $22.7M |
| Captrust Financial Advisors | 0.05% | Add +26.5% | 76,662 | $21.9M |
| Bank of Montreal | 0.01% | Reduce -2.3% | 75,658 | $21.6M |
| VAUGHAN & Co SECURITIES, INC. | 11.86% | Add +3.8% | 72,338 | $20.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.6% | 69,792 | $20.0M |
| MML Investors Services, LLC | 0.06% | Reduce -1.5% | 69,735 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -10.3% | 69,157 | $19.8M |
| Waldron Private Wealth LLC | 0.85% | Reduce -2.9% | 68,351 | $19.5M |
| Focus Partners Wealth | 0.04% | Reduce -0.1% | 68,292 | $19.5M |
| Osaic Holdings, Inc. | 0.03% | Add +12.8% | 64,703 | $18.5M |
| Cerity Partners LLC | 0.03% | Reduce -0.7% | 64,430 | $18.4M |
| Mariner, LLC | 0.03% | Reduce -2.4% | 62,752 | $17.9M |
| Powell Investment Advisors, LLC | 6.64% | Add +22.4% | 61,860 | $17.7M |
| Droms Strauss Advisors Inc. /Mo/ | 5.42% | Add +3.7% | 61,782 | $17.7M |
| AMG National Trust Bank | 0.42% | Reduce -7.6% | 56,327 | $16.1M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -0.5% | 55,554 | $15.9M |
| Avantax Planning Partners, Inc. | 0.50% | Add +68.1% | 55,291 | $15.8M |
| Citigroup Inc. | 0.01% | Add +10.4% | 54,104 | $15.5M |
| Confluence Wealth Services, Inc. | 0.83% | Add +6.9% | 53,527 | $15.3M |
| First Horizon Advisors, Inc. | 0.37% | Reduce -3.0% | 50,204 | $14.4M |
| Fifth Third Bancorp | 0.05% | Reduce -2.4% | 49,970 | $14.3M |
| Flaharty Asset Management, LLC | 1.89% | Add +5.8% | 48,313 | $13.8M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -2.4% | 48,040 | $13.7M |
| William Blair Investment Management, LLC | 0.04% | Reduce -5.9% | 46,481 | $13.3M |
| Baird Financial Group, Inc. | 0.02% | Add +4.1% | 46,364 | $13.3M |
| Courier Capital LLC | 0.80% | Add +1.7% | 46,092 | $13.2M |
| RTD Financial Advisors, Inc. | 1.64% | Reduce -0.4% | 44,920 | $12.8M |
| LMG Wealth Partners, LLC | 2.62% | Reduce -0.3% | 44,672 | $12.8M |
| Jain Global LLC | 0.21% | New | 44,453 | $12.7M |
| BlackRock, Inc. | 0.00% | Add +10.4% | 44,176 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +25.4% | 44,079 | $12.6M |
| Shepherd Financial Partners LLC | 1.33% | Reduce -8.8% | 43,889 | $12.5M |
| Tudor Investment Corporation | 0.09% | Add +219.2% | 41,350 | $11.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +2.6% | 38,951 | $11.1M |
| Hillcrest Wealth Advisors - NY, LLC | 5.23% | Reduce -3.0% | 38,890 | $11.1M |
| Tobias Financial Advisors, Inc. | 1.90% | Add +3.1% | 38,853 | $11.1M |
| Blair William & Co. | 0.03% | Add +1.1% | 38,583 | $11.0M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Add +0.6% | 38,487 | $11.0M |
| Synovus Financial Corp. | 0.13% | Reduce -3.4% | 38,385 | $11.0M |
| Barclays PLC | 0.00% | Add +15.6% | 38,376 | $11.0M |
| Waverly Advisors, LLC | 0.12% | Reduce -8.8% | 37,944 | $10.8M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -54.5% | 37,470 | $10.7M |
| Summit Financial, LLC | 0.24% | Add +4.8% | 37,303 | $10.7M |
| FSA Wealth Management LLC | 4.06% | Add +4.0% | 36,439 | $10.4M |
| Thoma Capital Management LLC | 6.43% | Reduce -5.0% | 35,346 | $10.1M |
| Stephens Group Asset Management, LLC | 0.70% | Add +25.8% | 33,835 | $9.7M |
| Geneva Capital Management LLC | 0.16% | Reduce -20.8% | 33,830 | $9.7M |
| HSBC Holdings PLC | 0.01% | Reduce -2.2% | 32,832 | $9.4M |
| Quent Capital, LLC | 0.90% | Add +16.5% | 32,807 | $9.4M |
| Fund Evaluation Group, LLC | 0.36% | No change | 32,658 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -81.6% | 32,546 | $9.3M |
| Clearbridge Investments, LLC | 0.01% | Add +203.6% | 30,868 | $8.8M |
| Stephens Inc. | 0.12% | Reduce -70.0% | 29,992 | $8.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -2.2% | 29,911 | $8.6M |
| Covenant Partners, LLC | 2.53% | Reduce -2.5% | 29,669 | $8.5M |
| Corundum Group, Inc. | 3.67% | Add +1.3% | 29,050 | $8.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 28,566 | $8.2M |
| Team Hewins, LLC | 2.88% | Add +7.7% | 27,910 | $8.0M |
| Sanctuary Advisors, LLC | 0.05% | Add +17.9% | 27,002 | $7.7M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.1% | 26,900 | $7.7M |
| One Capital Management, LLC | 0.26% | Reduce -5.7% | 26,746 | $7.6M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -2.0% | 26,683 | $7.6M |
| Erickson Financial Group, LLC | 5.14% | Reduce -24.3% | 26,599 | $7.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.3% | 26,455 | $7.6M |
| Oldfather Financial Services, LLC | 2.59% | Add +2.1% | 26,341 | $7.5M |
| LBJ Family Wealth Advisors, Ltd. | 4.30% | Add +0.0% | 25,864 | $7.4M |
| EP Wealth Advisors, LLC | 0.05% | Add +0.8% | 25,702 | $7.3M |
| Sequent Asset Management, LLC | 5.85% | No change | 25,631 | $7.3M |
| 360 Financial, Inc. | 2.30% | Add +3.5% | 25,540 | $7.3M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -12.8% | 24,921 | $7.1M |
| Macquarie Group Ltd. | 0.01% | Reduce -17.2% | 24,897 | $7.1M |
| GTS Securities LLC | 0.31% | Add +12.1% | 24,586 | $7.0M |
| Franklin Resources Inc. | 0.00% | Reduce -13.7% | 24,370 | $7.0M |
| Whittier Trust Co. | 0.08% | Reduce -1.9% | 23,798 | $6.8M |
| Bokf, NA | 0.11% | Reduce -1.1% | 23,565 | $6.7M |
| Savant Capital, LLC | 0.05% | Reduce -6.2% | 23,156 | $6.6M |
| Glenmede Investment Management, LP | 0.03% | — | 22,629 | $6.5M |
| NBW Capital LLC | 1.35% | Reduce -2.0% | 21,882 | $6.3M |
| LWM Advisors Inc. | 7.00% | Reduce -1.3% | 21,860 | $6.2M |
| HB Wealth Management, LLC | 0.05% | Add +4.0% | 21,525 | $6.2M |
| Fiduciary Trust Co | 0.08% | Reduce -4.2% | 21,500 | $6.1M |
| Ieq Capital, LLC | 0.04% | Add +0.6% | 21,128 | $6.0M |
| Noble Family Wealth, LLC | 1.46% | Add +3.9% | 20,968 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -8.8% | 20,811 | $5.9M |
| CW Advisors, LLC | 0.06% | Reduce -13.8% | 20,700 | $5.9M |
| XML Financial, LLC | 0.51% | Reduce -21.5% | 20,555 | $5.9M |
| Occidental Asset Management, LLC | 0.79% | Reduce -1.3% | 20,001 | $5.7M |
| Foundation Wealth Management, LLC | 3.98% | Add +21.9% | 20,000 | $5.7M |
| Rodgers & Associates, LTD | 0.61% | Add +8.4% | 19,562 | $5.6M |
| Harbor Investment Advisory, LLC | 0.49% | Reduce -2.3% | 19,341 | $5.5M |
| Idaho Trust Co | 1.98% | Add +21.6% | 19,342 | $5.5M |
| Tritonpoint Wealth, LLC | 0.50% | Reduce -18.4% | 18,988 | $5.4M |
| Prudential Financial Inc. | 0.01% | Reduce -24.4% | 18,884 | $5.4M |
| Bailard, Inc. | 0.13% | Add +2.2% | 18,863 | $5.4M |
| Coldstream Capital Management Inc. | 0.09% | Add +12.2% | 18,773 | $5.4M |
| Mechanics Bank Trust Department | 0.77% | Reduce -19.4% | 18,694 | $5.3M |
| InvesTrust | 2.05% | Reduce -0.0% | 18,605 | $5.3M |
| Axiom Investors LLC | 0.04% | Reduce -34.7% | 18,600 | $5.3M |
| Future Fund LLC | 2.34% | New | 18,311 | $5.2M |
| Common Fund for Nonprofit Organizations | 0.53% | Reduce -50.5% | 17,784 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 17,778 | $5.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -8.2% | 17,538 | $5.0M |
| Farmers & Merchants Investments Inc. | 0.15% | No change | 17,481 | $5.0M |
| Equitable Holdings, Inc. | 0.04% | Add +5.5% | 17,265 | $4.9M |
| Bishop & Co Investment Management, LLC | 1.75% | Reduce -0.1% | 16,994 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -27.2% | 16,273 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.0% | 16,274 | $4.7M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -4.1% | 16,165 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | No change | 16,142 | $4.6M |
| Cwm, LLC | 0.02% | Reduce -2.6% | 15,979 | $4.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -17.8% | 15,662 | $4.5M |
| Fortis Group Advisors, LLC | 0.81% | Reduce -47.5% | 15,363 | $4.5M |
| Quadrant Capital Group LLC | 0.16% | No change | 15,225 | $4.4M |
| Lowery Thomas, LLC | 2.78% | Reduce -4.0% | 15,216 | $4.3M |
| Carbahal Olsen Financial Services Group, LLC | 3.60% | Add +0.1% | 14,779 | $4.2M |
| Crescent Grove Advisors, LLC | 0.40% | Add +0.8% | 14,550 | $4.2M |
| Welch & Forbes LLC | 0.05% | Reduce -2.6% | 14,218 | $4.1M |
| Finley Financial, LLC | 2.04% | No change | 14,195 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -0.7% | 14,082 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.5% | 13,618 | $3.9M |
| Connective Capital Management, LLC | 3.60% | No change | 13,453 | $3.8M |
| Stevens Capital Partners | 1.37% | Add +6.0% | 13,114 | $3.8M |
| DT Investment Partners, LLC | 0.34% | Reduce -8.2% | 13,294 | $3.8M |
| Regions Financial Corp. | 0.03% | Reduce -0.9% | 13,179 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.3% | 13,055 | $3.7M |
| Larson Financial Group LLC | 0.15% | Reduce -11.0% | 12,948 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -28.2% | 12,918 | $3.7M |
| Prospera Financial Services Inc | 0.07% | Reduce -5.7% | 12,530 | $3.6M |
| Flow Traders U.S. LLC | 0.13% | Add +37.0% | 12,402 | $3.5M |
| LGL Partners, LLC | 1.56% | Add +13.3% | 12,074 | $3.5M |
| RPg Family Wealth Advisory, LLC | 0.93% | Reduce -1.8% | 12,171 | $3.5M |
| Zions Bancorporation, National Association | 0.19% | Add +163.6% | 12,127 | $3.5M |
| Bare Financial Services, Inc | 1.16% | Reduce -1.1% | 12,070 | $3.5M |
| Carnegie Investment Counsel | 0.07% | Add +6.2% | 11,970 | $3.4M |
| Ariston Services Group | 2.40% | No change | 11,810 | $3.4M |
| Midwest Trust Co | 0.05% | — | 11,700 | $3.3M |
| Tradition Wealth Management, LLC | 0.27% | Add +0.0% | 11,689 | $3.3M |
| Echo45 Advisors LLC | 2.08% | Add +1.7% | 11,528 | $3.3M |
| Simon Quick Advisors, LLC | 0.17% | Reduce -3.7% | 11,517 | $3.3M |
| St. Louis Trust Co | 0.44% | No change | 11,467 | $3.3M |
| Vance Wealth, LLC | 1.08% | Add +6.4% | 11,160 | $3.2M |
| AQR Capital Management | 0.00% | Reduce -3.3% | 11,111 | $3.2M |
| Parkside Financial Bank & Trust | 0.34% | Reduce -15.7% | 10,886 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.25% | Reduce -0.0% | 10,817 | $3.1M |
| Mill Creek Capital Advisors, LLC | 0.07% | No change | 10,718 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.7% | 10,609 | $3.0M |
| Stephen J. Garry & Associates, LLC | 2.61% | Add +2.3% | 10,581 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -3.6% | 10,555 | $3.0M |
| Golden State Wealth Management, LLC | 0.36% | Reduce -5.3% | 10,399 | $3.0M |
| Atlas Brown,Inc. | 0.95% | Add +0.3% | 10,343 | $3.0M |
| 1834 Investment Advisors Co. | 0.37% | Reduce -9.5% | 10,333 | $3.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.17% | Reduce -4.6% | 10,299 | $2.9M |
| Fifth Third Securities, Inc. | 0.22% | Add +0.7% | 10,242 | $2.9M |
| Brighton Jones LLC | 0.08% | Add +0.9% | 10,230 | $2.9M |
| MV Capital Management, Inc. | 0.30% | Reduce -5.6% | 10,076 | $2.9M |
| Instrumental Wealth, LLC | 2.24% | Add +3.3% | 9,815 | $2.8M |
| Clearstead Advisors, LLC | 0.04% | Add +8.7% | 9,823 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -52.1% | 9,809 | $2.8M |
| Grey Fox Wealth Advisors, LLC | 0.66% | Reduce -7.8% | 9,702 | $2.8M |
| Rehmann Capital Advisory Group | 0.17% | Add +1.2% | 9,540 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +62.0% | 9,416 | $2.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +16.0% | 9,347 | $2.7M |
| Tompkins Financial Corp. | 0.25% | Reduce -7.0% | 9,346 | $2.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.4% | 9,339 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.4% | 9,181 | $2.6M |
| Sand Hill Global Advisors, LLC | 0.10% | Reduce -0.0% | 8,984 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.4% | 8,969 | $2.6M |
| Quantum Portfolio Management LLC | 1.19% | Reduce -10.2% | 8,730 | $2.5M |
| Investment Partners, LTD. | 0.94% | Add +3.6% | 8,701 | $2.5M |
| Hilltop Holdings Inc. | 0.16% | Reduce -0.5% | 8,602 | $2.5M |
| Foundation Wealth Management, LLC\PA | 1.06% | Reduce -0.3% | 8,580 | $2.5M |
| Widmann Financial Services, Inc. | 1.70% | Add +6.5% | 8,534 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.29% | Reduce -0.9% | 8,516 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.0% | 8,514 | $2.4M |
| Corsair Capital Management, L.P. | 0.46% | Reduce -50.0% | 8,484 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.2% | 8,456 | $2.4M |
| First Foundation Advisors | 0.09% | Add +69.3% | 8,378 | $2.4M |
| VestGen Advisors, LLC | 0.09% | Add +0.4% | 8,318 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 8,240 | $2.4M |
| Legacy Edge Advisors, LLC | 0.31% | Reduce -13.7% | 8,088 | $2.3M |
| Sowell Financial Services LLC | 0.09% | Reduce -27.9% | 8,073 | $2.3M |
| FineMark National Bank & Trust | 0.08% | Reduce -6.7% | 8,030 | $2.3M |
| Citizens Financial Group Inc. | 0.04% | Add +18.7% | 8,022 | $2.3M |
| Whitegate Investment Counselors, Inc. | 0.76% | Reduce -7.1% | 7,855 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +2.8% | 7,779 | $2.2M |
| McAdam, LLC | 0.12% | Add +11.1% | 7,563 | $2.2M |
| Washington Trust Bank | 0.18% | No change | 7,499 | $2.1M |
| AdvisorShares Investments LLC | 0.38% | New | 7,400 | $2.1M |
| Chemung Canal Trust Co. | 0.44% | Reduce -1.1% | 7,321 | $2.1M |
| Private Wealth Asset Management, LLC | 0.28% | Reduce -0.1% | 7,295 | $2.1M |
| Visionary Wealth Advisors | 0.11% | Reduce -0.8% | 7,283 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.09% | Reduce -6.4% | 7,207 | $2.1M |
| Legacy Bridge, LLC | 0.98% | Reduce -0.0% | 7,203 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.3% | 7,122 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -21.1% | 7,100 | $2.0M |
| Luts & Greenleigh Group, Inc. | 1.94% | Add +17.7% | 7,088 | $2.0M |
| Gotham Asset Management | 0.01% | Add +637.4% | 7,064 | $2.0M |
| Somerset Group LLC | 1.70% | No change | 7,040 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.35% | Reduce -67.6% | 6,901 | $2.0M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -4.4% | 6,813 | $1.9M |
| Sonata Capital Group Inc. | 0.78% | Add +0.8% | 6,801 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -11.8% | 6,762 | $1.9M |
| Riverbridge Partners LLC | 0.03% | Reduce -49.5% | 6,751 | $1.9M |
| jvl associates llc | 0.69% | No change | 6,750 | $1.9M |
| JMG Financial Group, Ltd. | 0.06% | No change | 6,603 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 6,590 | $1.9M |
| SVB Wealth LLC | 0.10% | New | 6,585 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.5% | 6,493 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.46% | — | 6,417 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -10.3% | 6,360 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +49.4% | 6,273 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.21% | Reduce -0.8% | 6,225 | $1.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -1.9% | 6,218 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -2.9% | 6,164 | $1.8M |
| Marshall Financial Group Inc. | 0.52% | Reduce -6.5% | 6,124 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -2.8% | 6,082 | $1.7M |
| Texas Yale Capital Corp. | 0.06% | No change | 6,078 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -1.4% | 5,992 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -0.1% | 5,971 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Add +47.9% | 5,940 | $1.7M |
| Grey Ledge Advisors, LLC | 0.41% | Reduce -5.3% | 5,873 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.1% | 5,869 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +3.5% | 5,764 | $1.6M |
| World Investment Advisors | 0.04% | Add +1.0% | 5,740 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.44% | Add +10.5% | 5,735 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.08% | Reduce -11.6% | 5,651 | $1.6M |
| Lighthouse Financial LLC | 1.23% | Reduce -5.9% | 5,610 | $1.6M |
| SGL Investment Advisors, Inc. | 0.77% | Add +8.3% | 5,540 | $1.6M |
| Cornerstone Wealth Advisors, Inc. | 0.41% | Reduce -6.2% | 5,593 | $1.6M |
| Mma Asset Management LLC | 0.61% | Reduce -73.2% | 5,549 | $1.6M |
| BTC Capital Management, Inc. | 0.13% | Reduce -0.1% | 5,394 | $1.5M |
| Eagle Strategies LLC | 0.23% | Reduce -4.4% | 5,389 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Reduce -1.1% | 5,293 | $1.5M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -3.9% | 5,288 | $1.5M |
| Eukles Asset Management | 0.62% | Reduce -2.1% | 5,276 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -5.3% | 5,246 | $1.5M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.9% | 5,191 | $1.5M |
| Ironwood Financial, llc | 0.32% | No change | 5,804 | $1.5M |
| Equitable Trust Co. | 0.07% | Add +8.4% | 5,168 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -91.3% | 5,158 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -2.6% | 5,140 | $1.5M |
| Chatham Capital Group, Inc. | 0.22% | No change | 5,140 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -16.5% | 5,131 | $1.5M |
| Chicago Capital, LLC | 0.04% | Reduce -6.6% | 5,112 | $1.5M |
| Affinity Capital Advisors, LLC | 0.25% | No change | 4,993 | $1.4M |
| Trust Point Inc. | 0.13% | Reduce -16.4% | 4,947 | $1.4M |
| Arax Advisory Partners | 0.06% | Reduce -24.5% | 2,275 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +77.7% | 4,852 | $1.4M |
| MWA Asset Management | 0.84% | Reduce -18.3% | 4,793 | $1.4M |
| Lewis Asset Management, LLC | 0.64% | New | 4,776 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.0% | 4,733 | $1.4M |
| Tranquility Partners, LLC | 0.48% | Reduce -0.5% | 4,731 | $1.4M |
| Total Wealth Planning, LLC | 0.17% | Reduce -4.5% | 4,694 | $1.3M |
| American State Bank (Iowa) | 0.74% | Add +3.8% | 4,672 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.3% | 4,642 | $1.3M |
| SilverOak Wealth Management LLC | 0.25% | Reduce -1.5% | 4,626 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -61.9% | 4,564 | $1.3M |
| Naviter Wealth, LLC | 0.16% | No change | 4,560 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -9.8% | 4,516 | $1.3M |
| Boston Family Office LLC | 0.08% | Reduce -3.5% | 4,441 | $1.3M |
| First Commonwealth Financial Corp | 0.27% | Reduce -38.9% | 4,422 | $1.3M |
| Appleton Partners Inc. | 0.09% | Reduce -0.1% | 4,416 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.65% | No change | 4,408 | $1.3M |
| Allium Financial Advisors, LLC | 1.10% | No change | 4,397 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 4,397 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -70.2% | 4,367 | $1.2M |
| Armstrong, Fleming & Moore, Inc | 0.67% | Add +19.0% | 4,298 | $1.2M |
| Brady Martz Wealth Solutions, LLC | 0.24% | Reduce -4.3% | 4,262 | $1.2M |
| Allworth Financial LP | 0.01% | Add +10.2% | 4,131 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -3.7% | 4,101 | $1.2M |
| Navis Wealth Advisors, LLC | 0.97% | Add +59.2% | 4,035 | $1.2M |
| Veery Capital, LLC | 0.40% | Reduce -0.1% | 4,020 | $1.1M |
| Renasant Bank | 0.77% | Reduce -2.6% | 4,016 | $1.1M |
| Renaissance Technologies | 0.00% | New | 4,000 | $1.1M |
| Pointe Capital Management LLC | 0.59% | Add +15.9% | 3,992 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -5.7% | 3,930 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +6.7% | 3,915 | $1.1M |
| Frederick Financial Consultants, LLC | 0.69% | No change | 3,912 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.1% | 3,902 | $1.1M |
| Clarion Wealth Managment Partners, LLC | 1.22% | — | 3,893 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.8% | 3,886 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +158.3% | 3,875 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.3% | 3,831 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | — | 3,788 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.45% | Reduce -1.6% | 3,786 | $1.1M |
| Betterment LLC | 0.00% | Reduce -3.1% | 3,777 | $1.1M |
| Brown Wealth Management, LLC | 0.33% | Add +38.4% | 3,770 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +75.2% | 3,763 | $1.1M |
| NBT Bank, N.A. | 0.07% | Reduce -3.5% | 3,745 | $1.1M |
| Insight 2811, Inc. | 0.51% | Add +3.1% | 3,731 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.44% | Reduce -2.1% | 3,694 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.38% | Reduce -4.6% | 3,675 | $1.1M |
| True North Advisors, LLC | 0.20% | Reduce -3.8% | 3,658 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +10.0% | 3,656 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.0% | 3,646 | $1.0M |
| Graypoint LLC | 0.06% | No change | 3,639 | $1.0M |
| Riversedge Advisors, LLC | 0.20% | Add +3.1% | 3,617 | $1.0M |
| Diversified Trust Co. | 0.02% | Reduce -1.1% | 3,607 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +1.3% | 3,603 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -24.8% | 3,530 | $1.0M |
| Aspiriant, LLC | 0.03% | Add +0.5% | 3,504 | $1.0M |
| Guidance Point Advisors, LLC | 0.27% | Reduce -6.9% | 3,497 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.36% | No change | 3,489 | $997K |
| Independent Financial Group, LLC | 0.03% | Add +10.7% | 3,471 | $992K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.55% | No change | 3,847 | $983K |
| Ironwood Investment Counsel, LLC | 0.15% | Add +1.6% | 3,434 | $982K |
| Glass Jacobson Investment Advisors llc | 0.38% | Reduce -3.9% | 3,434 | $982K |
| Spire Wealth Management | 0.04% | Add +24.2% | 3,423 | $979K |
| Lanark Financial, Inc. | 0.08% | Add +4.7% | 3,401 | $972K |
| Keudell/Morrison Wealth Management | 0.22% | No change | 3,399 | $972K |
| &partners | 0.01% | Add +12.6% | 3,408 | $968K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +32.3% | 3,363 | $961K |
| American Trust | 0.09% | New | 3,362 | $961K |
| Fidelis Capital Partners, LLC | 0.09% | Reduce -3.1% | 3,282 | $958K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -0.2% | 3,342 | $955K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.4% | 3,336 | $954K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,328 | $951K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.2% | 3,316 | $948K |
| StoneX Group Inc. | 0.05% | Reduce -15.7% | 3,316 | $948K |
| Davidson Trust Co. | 0.44% | Add +7.0% | 3,312 | $947K |
| Advisory Services Network, LLC | 0.02% | Reduce -74.1% | 3,257 | $945K |
| Eastern Bank | 0.02% | Reduce -3.1% | 3,285 | $939K |
| Wesbanco Bank Inc. | 0.03% | Reduce -2.1% | 3,269 | $934K |
| First Bancorp, Inc | 0.54% | Add +44.3% | 3,260 | $932K |
| Prosperity Planning, Inc. | 0.37% | Reduce -0.3% | 3,239 | $926K |
| Mgo One Seven LLC | 0.03% | Reduce -0.7% | 3,226 | $922K |
| Cadence Bank | 0.06% | Reduce -0.1% | 3,222 | $921K |
| Canandaigua National Bank & Trust Co. | 0.09% | No change | 3,217 | $920K |
| Rice Hall James & Associates, LLC | 0.05% | Add +1.3% | 3,177 | $908K |
| Acima Private Wealth, LLC | 0.31% | No change | 3,170 | $906K |
| First National Bank Sioux Falls | 0.33% | No change | 3,159 | $903K |
| First Business Financial Services, Inc. | 0.08% | No change | 3,132 | $895K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -70.9% | 3,100 | $886K |
| Fiera Capital Corp | 0.00% | Reduce -96.8% | 3,099 | $886K |
| Allegheny Financial Group | 0.20% | Add +0.1% | 3,073 | $879K |
| Quadcap Wealth Management, LLC | 0.11% | Add +0.5% | 3,059 | $874K |
| NorthRock Partners, LLC | 0.02% | Add +24.9% | 3,040 | $869K |
| Disciplined Investments, LLC | 0.37% | Add +0.0% | 3,027 | $865K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,000 | $858K |
| David Wealth Management LLC | 0.63% | No change | 2,978 | $851K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +3.3% | 2,955 | $845K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -2.7% | 2,902 | $830K |
| Independent Advisor Alliance | 0.02% | New | 2,876 | $822K |
| Garde Capital, Inc. | 0.04% | Reduce -0.6% | 2,875 | $822K |
| JFS Wealth Advisors, LLC | 0.05% | Add +3.2% | 2,866 | $819K |
| Hollencrest Capital Management | 0.04% | No change | 2,861 | $818K |
| Glenview Trust Co | 0.01% | No change | 2,822 | $807K |
| Intergy Private Wealth, LLC | 0.27% | Reduce -0.2% | 2,816 | $805K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 2,815 | $805K |
| Venture Visionary Partners LLC | 0.03% | Reduce -93.5% | 2,803 | $801K |
| Copia Wealth Management | 0.67% | Add +3.3% | 2,798 | $800K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 2,760 | $789K |
| Fiduciary Alliance LLC | 0.06% | Reduce -19.0% | 2,749 | $786K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -3.0% | 2,747 | $785K |
| Pinnacle Financial Partners Inc | 0.02% | Add +7.4% | 2,715 | $776K |
| Park Avenue Securities LLC | 0.01% | Reduce -43.7% | 2,710 | $775K |
| Bell Bank | 0.04% | Reduce -3.9% | 2,709 | $774K |
| Heritage Investors Management Corp. | 0.02% | Reduce -0.4% | 2,696 | $771K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -37.1% | 2,685 | $767K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.2% | 2,674 | $764K |
| Focus Financial Network, Inc. | 0.03% | Reduce -9.8% | 2,666 | $762K |
| CI Investments Inc. | 0.00% | Reduce -4.0% | 2,665 | $762K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.9% | 2,665 | $762K |
| Mission Wealth Management, LP | 0.02% | Add +8.2% | 2,620 | $749K |
| Elevated Capital Advisors, LLC | 0.21% | No change | 2,918 | $746K |
| Accredited Investors Inc. | 0.04% | Add +0.1% | 2,608 | $746K |
| Compound Planning, Inc. | 0.03% | Reduce -41.9% | 2,607 | $745K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 2,602 | $744K |
| Verus Capital Partners, LLC | 0.07% | Add +1.1% | 2,600 | $743K |
| Kennicott Capital Management LLC | 0.42% | No change | 2,583 | $738K |
| Harbour Investments, Inc. | 0.02% | Add +11.3% | 2,577 | $737K |
| Gables Capital Management Inc. | 0.35% | No change | 2,575 | $736K |
| Palisades Hudson Asset Management, L.P. | 0.29% | Add +0.1% | 2,566 | $734K |
| Pacific Point Advisors, LLC | 0.39% | No change | 2,500 | $715K |
| FC Advisory LLC | 0.22% | Add +0.1% | 2,494 | $713K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -10.4% | 2,486 | $711K |
| Newton One Investments LLC | 0.22% | Add +0.1% | 2,485 | $710K |
| Garrison Point Advisors, LLC | 0.33% | No change | 2,477 | $708K |
| LS Investment Advisors, LLC | 0.10% | No change | 2,475 | $708K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -0.3% | 2,441 | $698K |
| Bensler, LLC | 0.08% | Add +0.0% | 2,437 | $697K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -2.7% | 2,421 | $692K |
| Consilium Wealth Advisory, LLC | 0.29% | No change | 2,416 | $691K |
| Stordahl Capital Management, Inc. | 0.15% | Reduce -2.4% | 2,415 | $690K |
| WealthPLAN Partners, LLC | 0.11% | Add +17.5% | 2,414 | $690K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $688K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -1.6% | 2,383 | $681K |
| Country Club Bank | 0.04% | No change | 2,379 | $678K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.0% | 2,372 | $678K |
| Assetmark, Inc. | 0.00% | Reduce -33.5% | 2,344 | $670K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.1% | 2,342 | $670K |
| Legacy Trust | 0.16% | Reduce -20.0% | 2,338 | $668K |
| ARK & TLK Investments, LLC | 0.21% | No change | 2,332 | $667K |
| Capital Analysts, LLC | 0.02% | Reduce -18.4% | 2,318 | $663K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.75% | New | 2,315 | $662K |
| SkyOak Wealth, LLC | 0.13% | Reduce -1.7% | 2,314 | $661K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.2% | 2,299 | $657K |
| Parallel Advisors, LLC | 0.01% | Add +22.7% | 2,289 | $654K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $654K |
| Arkadios Wealth Advisors | 0.02% | Add +0.9% | 2,269 | $649K |
| Fulton Bank, N.A. | 0.02% | Reduce -0.8% | 2,262 | $647K |
| Smithbridge Asset Management Inc. | 0.11% | No change | 2,257 | $645K |
| F/m Investments LLC | 0.02% | No change | 2,254 | $644K |
| Integrity Wealth Solutions LLC | 0.31% | Reduce -7.2% | 2,247 | $642K |
| Two Sigma Securities, LLC | 0.08% | Reduce -13.3% | 2,238 | $640K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -2.7% | 2,228 | $637K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -59.3% | 2,225 | $636K |
| Sierra Capital LLC | 0.07% | New | 2,223 | $635K |
| Transatlantique Private Wealth LLC | 0.23% | No change | 2,200 | $629K |
| Sentinel Wealth Management, Inc. | 0.59% | — | 2,181 | $623K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.1% | 2,154 | $616K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | Add +5.3% | 2,144 | $613K |
| Atria Investments, Inc | 0.01% | Reduce -35.3% | 2,141 | $612K |
| Tounjian Advisory Partners, LLC | 0.12% | Reduce -3.7% | 2,390 | $611K |
| HM Payson & Co. | 0.01% | Add +3.6% | 2,123 | $607K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -78.7% | 2,085 | $596K |
| NTV Asset Management LLC | 0.07% | No change | 2,078 | $594K |
| Elgethun Capital Management | 0.12% | Reduce -12.6% | 2,075 | $593K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -15.3% | 2,064 | $590K |
| NewEdge Wealth, LLC | 0.01% | No change | 2,015 | $587K |
| Colonial Trust Co / SC | 0.08% | Add +11.6% | 2,028 | $580K |
| Dravo Bay LLC | 0.28% | Reduce -0.7% | 2,027 | $579K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.3% | 1,962 | $561K |
| Morris Financial Concepts, Inc. | 0.22% | No change | 1,957 | $559K |
| Ascent Group, LLC | 0.02% | Reduce -2.9% | 1,954 | $559K |
| Plancorp, LLC | 0.02% | Reduce -0.1% | 1,953 | $558K |
| FSM Wealth Advisors, LLC | 0.09% | Add +3.8% | 1,939 | $558K |
| Hoxton Planning & Management, LLC | 0.19% | Reduce -15.9% | 1,949 | $557K |
| Platform Technology Partners | 0.15% | Reduce -1.0% | 1,949 | $557K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,922 | $549K |
| Gries Financial LLC | 0.10% | Add +0.1% | 1,918 | $548K |
| Congress Asset Management Co. | 0.00% | Reduce -75.0% | 1,894 | $541K |
| Bearing Point Capital, LLC | 0.10% | No change | 1,876 | $536K |
| SCS Capital Management LLC | 0.01% | No change | 1,864 | $533K |
| Smartleaf Asset Management LLC | 0.05% | Add +154.1% | 1,870 | $533K |
| Flagship Private Wealth, LLC | 0.23% | Reduce -25.2% | 1,854 | $530K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 1,849 | $528K |
| Genesee Capital Advisors, LLC | 0.24% | No change | 1,840 | $526K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -7.5% | 1,822 | $521K |
| Stoneridge Investment Partners LLC | 0.39% | New | 1,809 | $517K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,795 | $513K |
| Jupiter Wealth Management LLC | 0.26% | No change | 1,683 | $513K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,790 | $512K |
| KDK Private Wealth Management, LLC | 0.54% | Reduce -1.8% | 1,762 | $504K |
| Summit Wealth Partners, LLC | 0.10% | No change | 1,762 | $504K |
| McGuire Investment Group, LLC | 0.06% | Add +5.8% | 1,754 | $501K |
| Cascade Wealth Advisors, Inc | 0.28% | No change | 1,718 | $501K |
| Sunbeam Capital Management, LLC | 0.38% | Reduce -3.9% | 1,743 | $498K |
| Trifecta Capital Advisors, LLC | 0.08% | No change | 1,737 | $497K |
| Integrity Alliance, Llc. | 0.03% | Reduce -51.8% | 1,736 | $496K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -77.3% | 1,729 | $494K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $492K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,714 | $490K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,714 | $490K |
| Columbia Advisory Partners LLC | 0.37% | Reduce -33.2% | 1,706 | $488K |
| Northstar Financial Companies, Inc. | 0.50% | No change | 1,699 | $486K |
| Athena Investment Management | 0.27% | No change | 1,694 | $484K |
| Castle Wealth Management LLC | 0.18% | No change | 1,692 | $484K |
| Parkshore Wealth Management, Inc. | 0.24% | Reduce -9.6% | 1,690 | $483K |
| Cranbrook Wealth Management, LLC | 0.10% | No change | 1,688 | $482K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.7% | 1,676 | $479K |
| Seelaus Asset Management LLC | 0.43% | Reduce -8.2% | 1,670 | $478K |
| High Falls Advisors, Inc | 0.11% | Add +0.1% | 1,667 | $477K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.8% | 1,658 | $474K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -2.7% | 1,647 | $471K |
| Chapin Davis, Inc. | 0.13% | No change | 1,645 | $470K |
| Twin Tree Management, LP | 0.01% | Reduce -65.1% | 1,640 | $469K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 1,636 | $468K |
| Financial Partners Group, Inc | 0.06% | Add +0.3% | 1,621 | $463K |
| Armor Investment Advisors, LLC | 0.17% | No change | 1,618 | $463K |
| Tassel Capital Management, Inc. | 0.35% | Reduce -1.0% | 1,616 | $462K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -7.6% | 1,592 | $455K |
| Clear Investment Research, LLC | 0.57% | Reduce -0.1% | 1,581 | $452K |
| Investmark Advisory Group LLC | 0.21% | Reduce -6.1% | 1,580 | $452K |
| Curtis Advisory Group, LLC | 0.11% | Add +31.9% | 1,580 | $452K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 1,566 | $448K |
| Montag A & Associates Inc. | 0.02% | Add +6.3% | 1,562 | $447K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,560 | $446K |
| Diversified Portfolios, Inc. | 0.04% | No change | 1,555 | $445K |
| Bangor Savings Bank | 0.04% | No change | 1,552 | $444K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.7% | 1,471 | $441K |
| Avaii Wealth Management, LLC | 0.19% | Reduce -0.6% | 1,533 | $438K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.9% | 1,522 | $435K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +2.3% | 1,520 | $435K |
| SK Wealth Management, LLC | 0.19% | Reduce -11.5% | 1,475 | $432K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,510 | $432K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,498 | $428K |
| Sage Capital Management, LLC | 0.20% | Add +0.1% | 1,489 | $426K |
| Paragon Capital Management Ltd | 0.08% | Add +20.7% | 1,486 | $425K |
| Coastwise Capital Group, LLC | 0.34% | Add +0.1% | 1,473 | $421K |
| KKM Financial LLC | 0.15% | Reduce -2.0% | 1,442 | $421K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -1.1% | 1,469 | $420K |
| Croban | 0.36% | Add +3.2% | 1,464 | $418K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 1,460 | $417K |
| Willner & Heller, LLC | 0.35% | Add +0.1% | 1,452 | $415K |
| Centennial Wealth Advisory LLC | 0.13% | Add +0.1% | 1,412 | $405K |
| IFP Advisors, Inc | 0.01% | Add +74.4% | 1,399 | $400K |
| Key Financial Inc | 0.08% | No change | 1,394 | $398K |
| Eagle Bay Advisors LLC | 0.33% | No change | 1,388 | $397K |
| Valmark Advisers, Inc. | 0.01% | Add +31.0% | 1,386 | $396K |
| Empirical Asset Management, LLC | 0.12% | Add +0.1% | 1,385 | $396K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 1,363 | $390K |
| Private Trust Co. NA | 0.04% | Add +25.9% | 1,362 | $389K |
| Strategic Financial Concepts, LLC | 0.05% | Add +3.9% | 1,358 | $388K |
| Pegasus Asset Management, Inc. | 0.13% | No change | 1,357 | $388K |
| PBMares Wealth Management LLC | 0.07% | No change | 1,355 | $387K |
| Evoke Wealth, LLC | 0.01% | No change | 1,341 | $383K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $383K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,338 | $382K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,335 | $382K |
| Quotient Wealth Partners, LLC | 0.01% | Add +2.9% | 1,331 | $380K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,330 | $380K |
| Sax Wealth Advisors, LLC | 0.02% | Add +3.7% | 1,326 | $379K |
| S&co Inc. | 0.02% | No change | 1,329 | $379K |
| Gutierrez Wealth Advisory, LLC | 0.25% | Reduce -5.6% | 1,323 | $378K |
| Csenge Advisory Group | 0.02% | Reduce -8.4% | 1,398 | $377K |
| Fayez Sarofim & Co | 0.00% | No change | 1,314 | $376K |
| Alpine Bank Wealth Management | 0.06% | Reduce -19.3% | 1,310 | $374K |
| Lion Street Advisors, LLC | 0.11% | Reduce -2.1% | 1,306 | $373K |
| Principal Securities, Inc. | 0.01% | Reduce -82.0% | 1,306 | $373K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.6% | 1,305 | $373K |
| Dentgroup LLC | 0.26% | Reduce -20.1% | 1,301 | $372K |
| Schorn Wealth LLC | 0.12% | Reduce -53.0% | 1,300 | $372K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 1,300 | $371K |
| Investment Advisory Group, LLC | 0.11% | No change | 1,296 | $371K |
| Ethos Financial Group, LLC | 0.03% | Reduce -50.1% | 1,289 | $369K |
| Stratos Investment Management, LLC | 0.02% | Reduce -49.8% | 1,288 | $368K |
| DAVENPORT & Co LLC | 0.00% | New | 1,288 | $368K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,280 | $366K |
| Mutual Advisors, LLC | 0.01% | Add +9.7% | 1,244 | $366K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -3.0% | 1,273 | $364K |
| Oder Investment Management, LLC | 0.27% | Reduce -1.2% | 1,260 | $360K |
| Financial Guidance Group, Inc. | 0.17% | No change | 1,260 | $360K |
| Paladin Advisory Group, LLC | 0.27% | No change | 1,259 | $360K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.5% | 1,254 | $358K |
| Nelson Capital Management, LLC | 0.05% | Reduce -2.0% | 1,250 | $357K |
| Nwam LLC | 0.02% | No change | 1,237 | $357K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -7.0% | 1,244 | $356K |
| Summa Corp. | 0.18% | New | 1,243 | $355K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -13.2% | 1,240 | $354K |
| Clare Market Investments LLC | 0.08% | Reduce -3.9% | 1,237 | $354K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | No change | 1,235 | $353K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,202 | $352K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.4% | 1,231 | $352K |
| Roffman Miller Associates Inc. | 0.02% | Add +1.5% | 1,230 | $352K |
| Kaizen Financial Strategies | 0.18% | Add +8.9% | 1,225 | $350K |
| Certuity, LLC | 0.03% | Add +2.4% | 1,220 | $349K |
| Fiducient Advisors LLC | 0.04% | Add +0.2% | 1,218 | $348K |
| Ritholtz Wealth Management | 0.01% | New | 1,218 | $348K |
| Mascagni Wealth Management, Inc. | 0.29% | Add +0.1% | 1,208 | $345K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $344K |
| Keystone Wealth Services, LLC | 0.08% | No change | 1,197 | $342K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -70.5% | 1,189 | $340K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 1,179 | $337K |
| Falcon Wealth Planning | 0.03% | Reduce -6.0% | 1,175 | $336K |
| Allodium Investment Consultants, LLC | 0.21% | No change | 1,172 | $335K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -0.2% | 1,169 | $334K |
| Embree Financial Group | 0.05% | Add +0.1% | 1,168 | $334K |
| Trivium Point Advisory, LLC | 0.04% | No change | 1,164 | $333K |
| Cordatus Wealth Management LLC | 0.08% | Reduce -0.9% | 1,161 | $332K |
| BHK Investment Advisors, LLC | 0.13% | Add +13.2% | 1,159 | $331K |
| Opal Wealth Advisors, LLC | 0.09% | Add +46.4% | 1,152 | $329K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 1,152 | $329K |
| Old National Bancorp | 0.01% | New | 1,143 | $327K |
| First Western Trust Bank | 0.01% | Reduce -1.6% | 1,142 | $326K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 1,133 | $324K |
| Uptick Partners, LLC | 0.09% | Add +17.9% | 1,128 | $323K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $322K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,120 | $320K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.3% | 1,106 | $316K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -39.4% | 1,104 | $316K |
| Smith Salley Wealth Management | 0.02% | No change | 1,104 | $316K |
| Triumph Capital Management | 0.09% | Add +0.6% | 1,099 | $314K |
| Friday Financial | 0.16% | New | 1,094 | $313K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.1% | 1,090 | $312K |
| Headlands Technologies LLC | 0.04% | Add +16.5% | 1,086 | $310K |
| Scotia Capital Inc. | 0.00% | No change | 1,086 | $310K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -3.6% | 1,080 | $309K |
| Advance Capital Management, Inc. | 0.01% | Reduce -30.6% | 1,073 | $307K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,067 | $305K |
| Avior Wealth Management, LLC | 0.01% | Add +0.4% | 1,059 | $303K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -2.1% | 1,057 | $302K |
| Daymark Wealth Partners, LLC | 0.01% | Add +14.2% | 1,057 | $302K |
| Obsidian Cio, LLC | 0.04% | Add +0.9% | 1,056 | $302K |
| Townsquare Capital LLC | 0.03% | Reduce -75.0% | 1,056 | $302K |
| First Merchants Corp. | 0.01% | No change | 1,054 | $301K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 1,054 | $301K |
| Epiq Partners, LLC | 0.16% | Reduce -19.2% | 1,050 | $300K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.0% | 1,049 | $300K |
| Park Place Capital Corp | 0.07% | Reduce -76.1% | 1,042 | $297K |
| BridgePort Financial Solutions, LLC | 0.10% | New | 1,038 | $297K |
| Destination Wealth Management | 0.01% | Add +0.1% | 1,038 | $297K |
| Rosenblum Silverman Sutton S F Inc. | 0.07% | Reduce -1.4% | 1,033 | $295K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $295K |
| SlateStone Wealth, LLC | 0.03% | No change | 1,027 | $294K |
| Towerpoint Wealth, LLC | 0.13% | New | 1,027 | $294K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $293K |
| Cannell & Spears LLC | 0.01% | Reduce -8.9% | 1,023 | $292K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.1% | 1,023 | $292K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,019 | $291K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,014 | $290K |
| Adirondack Trust Co. | 0.11% | Reduce -24.9% | 1,013 | $290K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 1,008 | $288K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 1,008 | $288K |
| Holland Advisory Services, Inc. | 0.42% | Add +0.1% | 1,004 | $287K |
| Fiduciary Wealth Partners, LLC | 0.27% | Add +100200.0% | 1,003 | $287K |
| Summit Trail Advisors, LLC | 0.00% | New | 1,003 | $287K |
| Vaughan David Investments LLC | 0.01% | Reduce -16.3% | 1,000 | $286K |
| Quantinno Capital Management LP | 0.00% | New | 1,000 | $286K |
| Banco BTG Pactual S.A. | 0.06% | New | 1,000 | $286K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $286K |
| CHURCHILL MANAGEMENT Corp | 0.00% | Reduce -29.9% | 997 | $285K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 993 | $284K |
| Greenleaf Trust | 0.00% | No change | 987 | $282K |
| Blue Barn Wealth, LLC | 0.13% | Add +0.1% | 986 | $282K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 985 | $282K |
| Global Retirement Partners, LLC | 0.01% | — | 982 | $281K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 979 | $280K |
| Essex Investment Management Co. LLC | 0.05% | Reduce -34.5% | 974 | $278K |
| Bank Ozk | 0.11% | No change | 970 | $277K |
| Spinnaker Trust | 0.02% | No change | 965 | $276K |
| L & S Advisors Inc | 0.03% | No change | 960 | $274K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -9.7% | 959 | $274K |
| William Howard & Co Financial Advisors Inc | 0.24% | Reduce -2.2% | 958 | $274K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 953 | $272K |
| Wedbush Securities Inc. | 0.01% | No change | 953 | $272K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $270K |
| West Michigan Advisors, LLC | 0.08% | Reduce -1.4% | 945 | $270K |
| Wealthspan Partners, LLC | 0.11% | New | 944 | $270K |
| Argentarii, LLC | 0.12% | New | 935 | $267K |
| Trust Co. of Vermont | 0.01% | No change | 935 | $267K |
| Smithfield Trust Co | 0.01% | Add +18.5% | 930 | $265K |
| Viawealth, LLC | 0.16% | No change | 926 | $265K |
| Leo Wealth, LLC | 0.02% | New | 920 | $263K |
| CGN Advisors LLC | 0.02% | Reduce -9.5% | 919 | $263K |
| Eight 31 Financial, LLC | 0.17% | No change | 918 | $262K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 917 | $262K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -2.3% | 908 | $260K |
| Klingman & Associates, LLC | 0.01% | No change | 902 | $258K |
| Cladis Investment Advisory, LLC | 0.16% | Add +12.5% | 900 | $257K |
| Baxter Bros Inc. | 0.03% | No change | 900 | $257K |
| Members Trust Co | 0.01% | Reduce -0.9% | 900 | $257K |
| Florida Trust Wealth Management Co | 0.01% | No change | 900 | $257K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 894 | $256K |
| New Age Alpha Advisors, LLC | 0.01% | Add +100.2% | 893 | $255K |
| Red Tortoise LLC | 0.12% | No change | 892 | $255K |
| Moneco Advisors, LLC | 0.02% | No change | 890 | $255K |
| Clarius Group, LLC | 0.01% | Reduce -70.4% | 884 | $253K |
| RDA Financial Network | 0.07% | Reduce -0.8% | 883 | $252K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 880 | $252K |
| Alexander Labrunerie & Co., Inc. | 0.10% | No change | 878 | $251K |
| TFG Advisers LLC | 0.09% | Reduce -4.3% | 876 | $250K |
| Waddell & Associates, LLC | 0.03% | New | 873 | $250K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 872 | $249K |
| Radnor Capital Management, LLC | 0.04% | No change | 870 | $249K |
| WBH Advisory Inc. | 0.02% | New | 871 | $249K |
| First National Bank of Omaha | 0.02% | No change | 860 | $246K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $244K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $244K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -5.9% | 852 | $244K |
| Sunpointe, LLC | 0.10% | No change | 850 | $243K |
| Proactive Wealth Strategies LLC | 0.11% | Add +0.1% | 844 | $241K |
| Clientfirst Wealth Management, LLC | 0.25% | No change | 841 | $240K |
| Signaturefd, LLC | 0.00% | Add +1670.2% | 832 | $238K |
| United Advisor Group, LLC | 0.04% | New | 829 | $237K |
| Sapient Capital LLC | 0.00% | Reduce -27.2% | 827 | $236K |
| Warner Financial, Inc. | 0.10% | No change | 824 | $236K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 821 | $235K |
| Cascade Financial Partners, LLC | 0.03% | No change | 818 | $234K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.1% | 817 | $234K |
| Advisors Capital Management, LLC | 0.00% | New | 812 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -54.6% | 813 | $232K |
| Modern Wealth Management, LLC | 0.01% | New | 812 | $232K |
| TFB Advisors LLC | 0.06% | Reduce -0.4% | 809 | $231K |
| Bessemer Group Inc. | 0.00% | Add +85.6% | 800 | $229K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.7% | 801 | $229K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 800 | $229K |
| Hancock Whitney Corp. | 0.00% | No change | 800 | $229K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $226K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.5% | 787 | $225K |
| Pure Financial Advisors, LLC | 0.00% | New | 786 | $225K |
| HFG Advisors, Inc. | 0.18% | No change | 784 | $224K |
| Diversified Enterprises, LLC | 0.02% | New | 782 | $224K |
| Chicago Partners Investment Group LLC | 0.01% | New | 755 | $223K |
| Angeles Wealth Management, LLC | 0.02% | No change | 780 | $223K |
| Trust Co of the South | 0.04% | New | 775 | $222K |
| Compass Ion Advisors, LLC | 0.02% | New | 772 | $221K |
| RFG Advisory, LLC | 0.01% | New | 772 | $221K |
| Mayport, LLC | 0.05% | New | 769 | $220K |
| Sage Financial Group Inc. | 0.02% | New | 763 | $218K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 762 | $218K |
| Salus Financial Advisors, LLC | 0.15% | New | 759 | $217K |
| Topel & Distasi Wealth Management, LLC | 0.11% | New | 756 | $216K |
| Bridge City Capital, LLC | 0.06% | New | 754 | $216K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $215K |
| Lodestar Private Asset Management LLC | 0.02% | New | 750 | $214K |
| Transcend Capital Advisors, LLC | 0.02% | New | 750 | $214K |
| Shaker Investments LLC | 0.09% | New | 743 | $212K |
| Addison Advisors LLC | 0.05% | Reduce -3.1% | 741 | $212K |
| Independence Bank of Kentucky | 0.03% | Add +0.1% | 737 | $211K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -49.1% | 737 | $211K |
| Wealthspire Retirement, LLC | 0.01% | New | 736 | $210K |
| Family Investment Center, Inc. | 0.05% | New | 731 | $209K |
| Wealth Architects, LLC | 0.02% | New | 726 | $208K |
| Evermay Wealth Management LLC | 0.03% | Reduce -3.2% | 722 | $206K |
| Rwa Wealth Partners, LLC | 0.00% | New | 718 | $205K |
| Harbour Capital Advisors, LLC | 0.04% | Reduce -23.0% | 703 | $203K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -59.8% | 708 | $202K |
| AlphaCore Capital LLC | 0.01% | Add +10.7% | 703 | $201K |
| Magnus Financial Group LLC | 0.02% | Reduce -11.7% | 702 | $201K |
| Presidio Capital Management, LLC | 0.08% | Reduce -15.1% | 700 | $200K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -0.9% | 675 | $193K |
| Loomis Sayles & Co. L P | 0.00% | No change | 674 | $193K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -10.3% | 653 | $191K |
| Manchester Capital Management LLC | 0.02% | Reduce -11.2% | 612 | $175K |
| Financial Perspectives, Inc | 0.05% | Add +4.8% | 605 | $173K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +1.9% | 592 | $169K |
| Binnacle Investments Inc | 0.11% | No change | 570 | $163K |
| BankPlus Trust Department | 0.05% | No change | 570 | $163K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $154K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 537 | $154K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 524 | $150K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.2% | 514 | $147K |
| First United Bank & Trust | 0.05% | Reduce -8.9% | 512 | $146K |
| Brooklyn Investment Group | 0.02% | Add +4141.7% | 509 | $146K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.5% | 502 | $144K |
| Castleark Management LLC | 0.00% | No change | 500 | $143K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -38.0% | 498 | $142K |
| Peachtree Investment Partners, LLC | 0.05% | No change | 492 | $141K |
| Oakworth Capital, Inc. | 0.01% | Reduce -10.3% | 477 | $136K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 475 | $136K |
| Milestone Investment Advisors LLC | 0.03% | No change | 457 | $131K |
| Rice Partnership, LLC | 0.02% | No change | 456 | $130K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $128K |
| Phillips Financial Management, LLC | 0.01% | New | 430 | $123K |
| Grove Bank & Trust | 0.02% | No change | 427 | $122K |
| Webster Bank, N. A. | 0.01% | Reduce -7.0% | 427 | $122K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $122K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 419 | $120K |
| Family Manage LLC | 0.02% | Reduce -12.7% | 411 | $117K |
| Financial Freedom, LLC | 0.06% | No change | 410 | $117K |
| North Capital, Inc. | 0.10% | No change | 396 | $113K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $111K |
| United Community Bank | 0.04% | No change | 387 | $111K |
| Deutsche Bank AG | 0.00% | Reduce -1.3% | 383 | $109K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -3.6% | 373 | $107K |
| Tidemark, LLC | 0.03% | No change | 370 | $106K |
| Capital A Wealth Management, LLC | 1.16% | Add +1950.0% | 410 | $103K |
| 2UniFi Bank | 0.06% | No change | 360 | $103K |
| Trust Co. of Toledo NA | 0.01% | New | 350 | $100K |
| Trust Co | 0.01% | No change | 344 | $98K |
| Hanson & Doremus Investment Management | 0.01% | Add +84.2% | 339 | $97K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.3% | 325 | $93K |
| SouthState Bank Corp | 0.00% | Add +20.4% | 324 | $93K |
| Tsfg, LLC | 0.02% | No change | 316 | $90K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $88K |
| City State Bank | 0.03% | No change | 300 | $86K |
| HighMark Wealth Management LLC | 0.04% | Reduce -5.2% | 272 | $78K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $76K |
| Sage Mountain Advisors LLC | 0.00% | Add +67.5% | 263 | $75K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $73K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $71K |
| Union Savings Bank | 0.03% | No change | 245 | $71K |
| SYM FINANCIAL Corp | 0.01% | No change | 246 | $70K |
| National Bank of Canada | 0.00% | Add +47.5% | 236 | $67K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -34.7% | 235 | $67K |
| GAMMA Investing LLC | 0.00% | Add +42.3% | 222 | $63K |
| CNB Bank | 0.03% | No change | 220 | $63K |
| Kestra Investment Management, LLC | 0.00% | No change | 220 | $63K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $63K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $62K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 214 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -16.5% | 212 | $61K |
| General Partner, Inc. | 0.03% | No change | 200 | $57K |
| Realta Investment Advisors | 0.02% | No change | 200 | $57K |
| Versant Capital Management, Inc | 0.01% | No change | 198 | $57K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $55K |
| Archer Investment Corp | 0.01% | Reduce -5.6% | 184 | $53K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $52K |
| Coston, McIsaac & Partners | 0.01% | No change | 183 | $52K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 175 | $51K |
| Mendota Financial Group, LLC | 0.05% | No change | 170 | $49K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Add +8.4% | 155 | $45K |
| Gleason Group, Inc. | 0.00% | Add +0.7% | 156 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $44K |
| Promus Capital, LLC | 0.03% | No change | 153 | $44K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -45.3% | 152 | $43K |
| Parvin Asset Management, LLC | 0.04% | No change | 150 | $43K |
| Dagco, Inc. | 0.01% | No change | 150 | $43K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $42K |
| Talon Private Wealth, LLC | 0.01% | New | 144 | $41K |
| Insight Inv LLC | 0.03% | No change | 143 | $41K |
| North Star Investment Management Corp. | 0.00% | No change | 140 | $40K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $40K |
| Hurley Capital, LLC | 0.03% | No change | 135 | $39K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +6.8% | 126 | $36K |
| Howe & Rusling Inc. | 0.00% | New | 125 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +6.1% | 122 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | — | 113 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $31K |
| Beacon Capital Management, LLC | 0.00% | No change | 107 | $31K |
| Boreal Capital Management LLC | 0.03% | — | 103 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -13.0% | 100 | $29K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +153.8% | 99 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $27K |
| First Command Advisory Services, Inc. | 0.00% | New | 95 | $27K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -58.8% | 91 | $27K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $27K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $26K |
| ORG Partners LLC | 0.01% | Reduce -64.5% | 89 | $26K |
| Centennial Bank | 0.01% | Reduce -75.1% | 89 | $25K |
| Clearstead Trust, LLC | 0.00% | No change | 88 | $25K |
| West Branch Capital LLC | 0.01% | No change | 88 | $25K |
| WPG Advisers, LLC | 0.02% | Reduce -13.5% | 83 | $24K |
| PFS Partners, LLC | 0.01% | No change | 81 | $23K |
| Pandora Wealth, Inc. | 0.01% | No change | 80 | $23K |
| City Holding Co. | 0.00% | No change | 80 | $23K |
| Transce3nd, LLC | 0.01% | No change | 76 | $22K |
| Founders Financial Alliance, LLC | 0.00% | Add +40.7% | 76 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 75 | $21K |
| Investors Research Corp | 0.00% | Add +121.2% | 73 | $21K |
| Abound Wealth Management | 0.01% | No change | 68 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 66 | $19K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -54.2% | 65 | $19K |
| First Pacific Financial | 0.00% | New | 65 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -54.2% | 65 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 64 | $18K |
| MCF Advisors LLC | 0.00% | Add +8.6% | 63 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 56 | $16K |
| Marshall & Sullivan Inc. | 0.01% | New | 56 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -50.9% | 56 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | — | 54 | $15K |
| Richardson Financial Services Inc. | 0.01% | No change | 52 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 52 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -98.7% | 52 | $15K |
| Gen-Wealth Partners Inc | 0.01% | New | 51 | $15K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $14K |
| Legal & General Group Plc | 0.00% | Reduce -96.9% | 50 | $14K |
| Rise Advisors, LLC | 0.01% | No change | 49 | $14K |
| Rhumbline Advisers | 0.00% | Reduce -93.4% | 49 | $14K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 51 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $14K |
| Integrity Financial Corp | 0.01% | No change | 48 | $14K |
| one8zero8, LLC | 0.00% | No change | 45 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 43 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 43 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.4% | 43 | $12K |
| Avion Wealth | 0.00% | No change | 42 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -32.8% | 39 | $11K |
| Concord Wealth Partners | 0.00% | Add +533.3% | 38 | $11K |
| Global Trust Asset Management, LLC | 0.01% | No change | 37 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 36 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 36 | $10K |
| LRI Investments, LLC | 0.00% | No change | 34 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.8% | 33 | $9K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -13.2% | 33 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 33 | $9K |
| Glassman Wealth Services | 0.00% | No change | 33 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 32 | $9K |
| Dunhill Financial, LLC | 0.00% | New | 32 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $9K |
| Granite Investment Partners, LLC | 0.00% | No change | 30 | $9K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 26 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $7K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 22 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Bfsg, LLC | 0.00% | Reduce -50.0% | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -74.2% | 17 | $5K |
| High Note Wealth, LLC | 0.00% | New | 17 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $5K |
| Kessler Investment Group, LLC | 0.00% | Reduce -48.3% | 15 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 14 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +7.7% | 14 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 13 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 13 | $4K |
| Broadwater Capital Management LLC | 0.00% | Add +28481.8% | 3,144 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | New | 11 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| Rossby Financial, LCC | 0.00% | New | 9 | $3K |
| Alerus Financial NA | 0.00% | New | 9 | $3K |
| NFSG Corp | 0.00% | New | 8 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 8 | $2K |
| Atlantic Private Wealth, LLC | 0.00% | New | 8 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -11.1% | 8 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 7 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 5 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $1K |
| Provident Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Operose Advisors LLC | 0.00% | No change | 4 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $574 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $572 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $286 |
| Eq Wealth Advisors, LLC | 0.00% | New | 1 | $147 |
| PrairieView Partners, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.